WealthShield Partners’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

WealthShield Partners’s Portfolio UFEB Stock Details UFEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$300K	Buy	8,259 +2,022	+32%	+$74.6K	0.03%	294
2025 Q4	$229K	Sell	6,237 -1,543	-20%	-$55.8K	0.03%	317
2025 Q3	$278K	Hold	7,780	–	–	0.03%	287
2025 Q2	$267K	Sell	7,780 -3,027	-28%	-$99.5K	0.03%	291
2025 Q1	$350K	Buy	10,807 +2,983	+38%	+$99K	0.04%	251
2024 Q4	$260K	Buy	7,824 +76	+1%	+$2.5K	0.04%	258
2024 Q3	$252K	Hold	7,748	–	–	0.03%	263
2024 Q2	$245K	Hold	7,748	–	–	0.04%	255
2024 Q1	$239K	Buy	+7,748	New	+$233K	0.04%	253

Other funds holding UFEB

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPW

Talon Private Wealth The Villages, Florida $753M AUM

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

WealthShield Partners's UFEB Position: Q1 2026 in Review

WealthShield Partners increased its Innovator US Equity Ultra Buffer ETF February (UFEB) stake by 32% in Q1 2026, buying an estimated $74.6K and bringing the position to 8,259 shares worth $300K. The position accounts for 0.03% of the portfolio, ranked #294.

WealthShield Partners first reported a position in UFEB in Q1 2024 and has held it in 9 quarters since. The position peaked at $350K in Q1 2025. 96 funds tracked by Wall St. Rank hold UFEB as of Q1 2026.

WealthShield Partners held 8,259 shares of Innovator US Equity Ultra Buffer ETF February worth $300K as of Q1 2026.
WealthShield Partners bought 2,022 Innovator US Equity Ultra Buffer ETF February shares in Q1 2026, an estimated $74.6K.
Innovator US Equity Ultra Buffer ETF February made up 0.03% of WealthShield Partners's portfolio in Q1 2026, its #294 holding.
WealthShield Partners first reported a position in Innovator US Equity Ultra Buffer ETF February in Q1 2024 and has held it in 9 quarters since.
WealthShield Partners's Innovator US Equity Ultra Buffer ETF February position peaked at $350K in Q1 2025.
96 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.